Views
Views are a means to organize your data in a way that is meaningful, along with optional settings to customize and save views for reference or analysis.
With your data loaded into the platform, you can start creating custom views to convey specific information you want your team to see. By selecting the fields you want and assigning a variety of filters, you can isolate key information quickly and easily.
Users can define new views, so an entire team or a select group can share information. That means the effort a user puts into designing a “slice and dice” view can easily be shared with the team, for instant collaboration. Multiple Views compartmentalize information about each object for quick access to records.
Multiple Views compartmentalize information about each object for quick access to records.
Views offer Visibility controls, that grant view or edit rights to specific Users, Teams or Roles. By the same control functionality, data in views can be hidden from users/teams/roles as well.
Views
Inline Editing of a List View
When records are displayed in a spreadsheet-style grid (a list view), you can double-click in the row to edit the fields in it, without having to go to the detail row first. Change as many fields as you want (although not all fields are editable). Then:
- Press the Enter key to save your changes.
- Press the Esc key to abort.
- Use Tab and Shift+Tab to move between fields.
View Options
Edit this View
Although users can edit both Standard Views and My Views, it is strongly recommended that Standard Views not be changed. If necessary, save the Standard View with a new name, and make the changes there. Learn more: View Types
Users that have the Create/Delete Views/Reports/Homepages permission can edit Standard Views
To edit a view:
- Open any object
- Select a View
- Click the View File:Pageviewicon.gif icon and select Edit this View
New View
To create a New View:
- Open any object
- Select a View
- Click the View File:Pageviewicon.gif icon and select New View
Clone a View
Filter this View
Note: This filter is not saved with the view
For details on how to include a filter in a View and save it for future use, see Filters.
- Example
- Find all Accounts who are NOT on the Do Not Call list
To filter the current View:
- Click the View Icon File:Pageviewicon.gif and select the Filter this View option to create an ad hoc filter in the current View
- The following parameters are available to configure the search filter. You can use them in any combination:
- Search My Records Only
- Click this checkbox to limit your search to the records you own
- Search within Selected View Only
- Click this checkbox to limit the search to records in the current view
- (Optional) Account No
- Enter an Account Number to search for a specific account number. This field appears only when filtering the Accounts object
- Field | Operator | Value
- Learn more: Complex Expressions
Tips
- To apply a filter to a checkbox, use "1" for Yes/True and "0" for No/False values.
- Specify multiple values using the pipe "|" character. For example: "State equals CA|NY|MN"
- When searching for empty fields, use BLANK. For example: "Phone equals BLANK"
Delete this View
You can delete any standard or custom views that you have created.
- Click the object tab associated with the view you want to delete. The main page for that tab opens.
- In the View list, select the name of the view you want to delete. The view you selected becomes the current view.
- In the View list, select Delete View. A message appears, asking you to confirm the deletion of this layout.
- Click OK. The view is deleted from the View list.
Make this My Default View
This option allows you to set the default view for the page.
Display Record Counts
Appearance of Views
Use the Format Icons to export data to a CSV file, print to PDF format or get Help.
About Views, Reports and Object Inheritance
About Views, Reports and Object Inheritance [[Category:Template:Features]]